IAA

Independent Advisor Alliance Portfolio holdings

AUM $3.85B
1-Year Est. Return 28.17%
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$356K 0.02%
1,520
-228
477
$355K 0.02%
6,204
-75
478
$355K 0.02%
2,124
479
$354K 0.02%
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-263
480
$352K 0.02%
10,482
-109
481
$351K 0.02%
8,746
482
$349K 0.02%
4,727
-175
483
$348K 0.02%
3,734
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484
$346K 0.02%
2,591
-74
485
$344K 0.02%
8,083
+108
486
$343K 0.02%
11,851
+352
487
$341K 0.02%
1,793
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488
$340K 0.02%
8,421
-1,192
489
$338K 0.02%
15,711
490
$336K 0.02%
2,037
-586
491
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10,960
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492
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493
$333K 0.02%
25,972
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494
$332K 0.02%
3,290
495
$332K 0.02%
4,606
-31
496
$329K 0.01%
4,179
-1,346
497
$328K 0.01%
5,940
-4,739
498
$328K 0.01%
4,366
-707
499
$326K 0.01%
12,912
-1,132
500
$326K 0.01%
+1,782
18 19
20
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